Morgan Stanley Raises Alarm Bells: DDR4 Prices Will Jump By 50% In Q3, As Memory Makers Starve Legacy DRAM To Feed HBM

The ongoing supply squeeze in mature DRAM and NAND chips is about to get a lot worse, as per the latest projections from Morgan Stanley. Meanwhile, the retail prices for newer DDR5 chips are also showing no sign of cooling down, with spot prices for DDR5-5600/6400 24GB rising by another 8 percent in…